Filed April 9, 2007 (most recent of 3 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
AON CONSULTING10+ years Service code 15 · EIN 23-2293237 | Recordkeeping | $710,520 |
Filed as: HIGHLAND CONSULTING Service code 17 159 CROCKER PARK BLVD · CLEVELAND, OH 44145 | Pension Consulting | $91,530 |
Service code 11 1120 SOUTH TRYON STREET · CHARLOTTE, NC 282030002 | Actuarial | $60,716 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $25,594 |
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Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $0 | $329,695-100.0% | - |
| Participation rate | 0.0% | 0.0%0pp | 43.4%-43.4pp | 0.0%0pp |
| Annual return | 6.81% | 5.48%+1.3pp | 9.82%-3.0pp | 9.30%-2.5pp |
| Employer contribution / active EE | $2,294 | $9,127-74.9% | $30,322-92.4% | $12,551-81.7% |
| Participant deferral / active EE | $0 | $999-100.0% | $66-100.0% | $2,867-100.0% |
| Admin fee / account holder | $0 | $0 | $53,840-100.0% | - |